Our client was the main beneficiary of her late partner’s estate and subject to a claim made under the Inheritance (Provision for Family & Dependants) Act 1975. The claim was made by the deceased child via his mother (the deceased’s ex-partner). Significant animosity and mistrust had given rise to hostility between our client and the deceased’s ex-partner.
Our client wanted to preserve as much of her interest in the £245,000 estate as possible, as well as her separate interest under a life policy. During court proceedings, the claimant argued that the life policy formed part of the net estate and could be targeted by the claim.
We successfully defeated this argument, and the claim against the remaining assets ultimately settled via mediation which avoided the costs of trial. As the claimant was a minor, the settlement was approved by the court.
Our client said:
“I just wanted to drop you a short note by way of a personal thank you. I know it’s your job, but there are many ways to do a job and I appreciate the care and consideration you showed to me at our meeting yesterday. I was very anxious and upset prior to the meeting but came out feeling more buoyant and comfortable with the situation and the agreed next steps. You really made a difference to me during this very difficult time. Thank you.”
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- Susan Glenholme
- Managing Partner
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